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Barclays has downgraded Volvo, Daimler Truck, and Traton in the European truck sector, citing increasing tariffs, macroeconomic, and regulatory risks, particularly in North America. Analysts express concerns over the sustainability of the sector's recent performance and warn that optimistic market expectations for 2025 may be misplaced. Volvo's stock was cut to Underweight due to margin misses and a challenging outlook, while Traton and Daimler face pressures that limit near-term growth prospects.
Barclays has downgraded Volvo, Daimler Truck, and Traton in the European truck sector, citing increasing tariffs, macroeconomic, and regulatory risks, particularly in North America. Analysts express concerns over the sustainability of the sector's recent performance and warn that optimistic market expectations for 2025 may be overly ambitious. Volvo's stock was specifically criticized for its recent margin misses and a potentially unrealistic outlook, while Traton and Daimler face challenges from rising pressures and strategic limitations.
Barclays analyst Erwann Dagorne has downgraded Volvo AB's stock rating from Equalweight to Underweight, setting a price target of SEK280. The decision stems from concerns over consecutive quarterly misses in Trucks margin and an overly optimistic 2025 outlook amid challenging market conditions, particularly in North America.Despite recent stock outperformance, Dagorne warns that investor complacency may overlook significant headwinds, including currency fluctuations and competitive pressures from peers like Daimler and Traton Group. The upcoming layoffs at Volvo's Dublin plant further highlight the company's struggles in the current economic landscape.
Erwann Dagorne
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barclays downgrades volvo traton and daimler truck amid market uncertainties
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14:10 25.03.2025
barclays downgrades volvo daimler and traton amid rising market uncertainties
Euro
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Erwann Dagorne
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13:44 25.03.2025
Barclays downgrades Volvo AB stock to underweight with SEK280 price target
08:35 25.03.2025
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